A FREE BENEFITS INSIDER GUIDE
The Retirement Tax Checklist
For Americans Over 65
The five bills you may be overpaying after 65 — with the exact dollar amounts, who qualifies, and the one thing to do about each. Including the new deduction that expires after 2028.
A free guide you can print and bring to your tax preparer.
› The five bills you may be overpaying
› The permanent breaks that most seniors miss out on
› A step-by-step action plan to get the most out of your benefits
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2026
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WHAT YOU’LL get
Sound Familiar?
Most retirees are overpaying at least one of these — without knowing it:
“I never heard of a $6,000 senior deduction”
A brand-new break gives anyone 65+ an extra deduction on top of the standard one — up to $12,000 for a couple.
Most people have never heard of it, and their own preparers miss it…
“Is my Social Security even supposed to be taxed?”
Depending on your income, the answer can be none of it — or up to 85%.
And the “85%” isn’t a tax rate, which is the part that trips almost everyone up…
“Am I paying bills I’m not even required to pay?”
Property tax relief, free Medicare Part A, an IRMMA surcharge you can appeal, and free tax prep — all sitting unclaimed.
None of it is automatic. You have to know it exists and ask…
FREE • INSTANT DOWNLOAD
Get the Free Checklist
All give bills in plain-English — the $6,000 senior deduction, the Social Security tax thresholds, the three kinds of property-tax relief, the Medicare IRMAA appeal, and free tax-prep options — plus the permanent breaks most seniors miss. With every dollar amount, who qualifies, and the deadline to watch.
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“I help retirees, benefit recipients, and pre-retirees make sense of the rules, deadlines, and decisions that determine how much of their benefits they can actually keep.”
KWAME KUADEY
The Benefits Insider™
Adjunct Professor of Finance · Johns Hopkins Carey Business School
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©Benefits Insider 2026 · benefitsinsider.co
This guide is informational only. It is not legal, financial, or tax advice. Benefits Insider is not affiliated with the Social Security Administration.